Preparing for a plan’s
financial statement audit should be more than just handing over a copy of the
annual reporting package. The plan sponsor (your mutual client) may need
assistance in gathering the information or documents that the auditor is
requesting. Being well prepared before the commencement of the audit is
the best way to contribute to a smooth and efficient audit experience.
This webcast will provide you with information on how to:

Design a planning
checklist

Coordinate the
responsibilities of the custodian, TPA, plan sponsor and auditor